Xero
Connect-it with Xero
Know-it isn't your standard financial services company - we make credit management simple and easy. Our innovative cloud-based credit management platform seamlessly integrates with all your leading accountancy packages including Xero, Sage and more.
Integrating with Xero couldn't be simpler
Know-it seamlessly integrates with Xero, providing real-time customer credit tracking and data intelligence automatically. It helps automate your credit control process so you can make mitigate credit risk, effectively manage your credit and better understand your customer. Know-it helps you streamline your credit control process and save time trolling multiple sites to find the information.
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It's small business accounting software that's simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they're opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
Xero customers will enjoy having the ability to:
- Credit check existing or new customers
- Track changes to company's credit reporting and credit rating
- Alerts if any of your customers have gone into liquidation or administration etc.
- Matches any of your customer losses from unsecured creditors
- Monitoring 24/7, 365 days per year
Know-it highlights any financial areas of concern with your customers that might impact on their ability to pay. It updates 24/7 365 days per year and brings together feeds from several sources all in the one easy to manage platform.
Our app helps credit control departments and business owners to streamline their credit control process.
Connecting your Xero with Know-it takes seconds.
You can sign up directly using our existing Xero Account login to automatically create a Know-it subscriber account or simply just sign-up for a new Know-it account and then simply connect your ledger from your Xero Account.
Know-it will initiate a one way synchronisation with your contacts, billing, invoices and payments and match your data to our Know-it database to provide additional financial insight on your customers and financial stability.
Our system will then be monitoring any changes to your customers financial status and bring these to your attention. We don't change or alter your Xero data, we only notify you of changes that can impact on your customers ability to pay or provide them with credit.
